J P MORGAN EXCHANGE-TRADED F's ticker is JPIB and the CUSIP is 46641Q852. A total of 2 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,269 | +7.6% | 13,965 | +10.2% | 0.03% | -3.2% |
| Q2 2023 | $590,403 | +2.0% | 12,670 | +3.6% | 0.03% | -8.8% |
| Q1 2023 | $578,931 | -6.2% | 12,224 | -8.9% | 0.03% | -19.0% |
| Q4 2022 | $616,955 | -58.1% | 13,417 | -59.4% | 0.04% | -62.5% |
| Q3 2022 | $1,471,000 | +5.4% | 33,071 | +6.5% | 0.11% | +4.7% |
| Q2 2022 | $1,395,000 | -16.6% | 31,052 | -9.2% | 0.11% | -7.8% |
| Q1 2022 | $1,673,000 | +241.4% | 34,204 | +253.2% | 0.12% | +231.4% |
| Q4 2021 | $490,000 | +3.8% | 9,684 | +5.4% | 0.04% | -2.8% |
| Q3 2021 | $472,000 | +17.1% | 9,192 | +17.5% | 0.04% | +12.5% |
| Q2 2021 | $403,000 | +98.5% | 7,824 | +92.7% | 0.03% | +14.3% |
| Q4 2019 | $203,000 | – | 4,060 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS LLC | 189,719 | $8,526,000 | 6.71% |
| Sunflower Bank, N.A. | 379,815 | $17,069,000 | 3.37% |
| Financial Insights, Inc. | 66,451 | $2,986,000 | 3.03% |
| OneDigital Investment Advisors LLC | 1,379,952 | $62,015,000 | 2.66% |
| Windsor Capital Management, LLC | 155,747 | $6,999,000 | 2.49% |
| Peterson Wealth Advisors, LLC | 162,675 | $7,311,000 | 2.41% |
| FSM Wealth Advisors, LLC | 45,164 | $2,091,000 | 2.07% |
| CGN Advisors LLC | 128,881 | $5,792,000 | 1.63% |
| Financial Management Professionals, Inc. | 136,311 | $6,126,000 | 1.49% |
| Running Point Capital Advisors, LLC | 21,298 | $957,000 | 0.62% |